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Connecting MYOB to Invoice2go

With Invoice2go integrations, you can connect your MYOB Business account to Invoice2go to automatically sync your paid invoices and client information with MYOB Business. This way, you can seamlessly keep track of your business across multiple platforms.

Please note, this integration supports MYOB Business, including the Lite and Pro (formerly Essentials), as well as AccountRight plans.

What does this integration do?

This integration allows you to automatically sync your paid invoices from Invoice2go to your MYOB Business account. Once your Invoice2go account is linked with MYOB Business, each invoice marked as fully paid will automatically sync with your MYOB Business account. This way, you won’t have to worry about double inputting invoices from one platform to another. 

Please note, however, that invoices synced from Invoice2go to MYOB Business will show up as unpaid within your MYOB Business account and will need to be marked as paid manually.

How to sync your Invoice2go account with MYOB

To integrate MYOB Business with your account; you will need to be logged in to Invoice2go on a desktop or laptop computer for the initial setup. You only need to do this once. Invoices marked as paid on the mobile app will still reflect on your MYOB Business account, but the setup can only be done on our Web platform. 

  1. Click on your Company name in the top right corner
  2. Click on Account & settings
  3. Click on Connect to MYOB
  4. Click on Connect
  5. You will be redirected to the MYOB Business login page. Log in with your MYOB Business credentials, and click on Allow access
    • If you decline access you might be faced with an error. We suggest navigating back to Invoice2go and starting the configuration process again.
  6. Once you are logged in, you will need to select the correct MYOB Business company you want to connect to and click on Continue

Now that you've connected your MYOB Business account, you will need to complete the integration using the following steps: 

  1. Choose which revenue account in MYOB Business you want your invoices to sync to
    • Please note: We pull in the Income and Other Income accounts from MYOB Business.
       
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  2. Confirm your tax settings 
    • The taxes you use in Invoice2go should match the taxes you use in MYOB Business. If they don’t, you’ll want to update your taxes in either Invoice2go or MYOB Business, so they match before linking your accounts. If taxes do not match, you will need to manually reconcile your invoices in MYOB Business.
    • Please note: You must check the box to confirm your taxes are correct to complete the setup.
    • If you are using another tax rate other than GST, you can select it from the dropdown menu, however, using another tax rate will require you to manually reconcile them in MYOB.

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  3. Ensure that the currency you use in Invoice2go and the currency that you use in MYOB Business match
    • The currency you use in Invoice2go should match the currency you use in MYOB Business. If they don’t, you’ll have to update your currency in either Invoice2go or MYOB Business, so they match before you can link your accounts. If they do not match, your setup will be incomplete.
  4. Click on Complete

Unlinking your MYOB Business account

Should you wish to unlink your MYOB Business account from Invoice2go, please refer to the following steps on our Web platform: 

  1. Click on your Company name in the top right corner
  2. Click on Account & settings
  3. Click on MYOB
  4. Click on Unlink MYOB 
  5. Click on Unlink MYOB again to confirm 

Your MYOB Business account will now be unlinked from Invoice2go, and future invoices marked as paid will not sync with your MYOB Business account.

Important notes about this integration

  • MYOB Business requires each of your new customers created outside of the platform to have a tax rate assigned to them. If a new client is created in Invoice2go and an invoice is synced to MYOB Business, the customer created in MYOB Business will have GST as the default tax applied.
  • When an invoice is synced from Invoice2go to MYOB Business, the invoice will not be marked as paid within your MYOB Business account. 
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